Current Pipeline Count Chart

The Current Pipeline Count chart compares the number of opportunities in the pipeline for each stage, pipeline amount range, or probability range, in descending order by count.

Each bar represents the total number of opportunities assigned to that stage or the total number of opportunities with individual pipeline amounts or with probabilities that range.

In this topic

Display the Chart

Chart Format

Chart Data

Change the Analysis Option

Maximize the Chart

Focus the Chart

Send the Chart Data to Excel

Other Chart Actions

Display the Chart

If the Current Pipeline Count chart is not visible, click the Amount and Count tab.

Chart Format

Chart Item

Description

Vertical axis: stages or ranges

The vertical axis displays the stages, pipeline amount ranges, or probability ranges.

Horizontal axis: opportunity counts

The horizontal axis displays the opportunity count scale.

Bars: opportunity count by stage

Each bar represents the current total number of opportunities that are assigned to that stage and that have an analysis date in the analysis period.

The bars are displayed in descending order by count.

Bars: opportunity count by probability range

Each bar represents the current total number of opportunities that have a probability within that probability range and an analysis date within the analysis period.

The bars are displayed in descending order by amount.

Bars: opportunity count by pipeline range

Each bar represents the current total number of opportunities that have a pipeline amount within that amount range and an analysis date within the analysis period.

The bars are displayed in descending order by amount.

If the chart includes some bars for very large counts and others for relatively small counts, the smaller bars may be too small to see clearly. If that occurs, either maximize the chart, or use filters to focus the analysis so Capture Analytics can redisplay the chart with a more appropriate scale.

Chart Data

Data Item

Description

Stage counts

The number of opportunities that are assigned to the stage and that have an analysis date in the analysis period.

Probability range counts

The number of opportunities that have a win probability within the probability range and that have an analysis date in the analysis period.

Pipeline range counts

The number of opportunities that have a pipeline amount within the pipeline amount range and that have an analysis date in the analysis period.

For descriptions of the sources of the chart data, see Data Sources.

Change the Analysis Option

By default, the Current Pipeline Count chart breaks down the opportunity count by stage, but you also have the option to analyze it by either set of pipeline amount ranges or by probability range.

To change the analyzed attribute, do either of the following in the first column of the Current Pipeline Amount and Count table:

When you change the option, that change applies to the Current Pipeline Amount and Count table, Current Pipeline Amount chart, and Current Pipeline Count chart.

Maximize the Chart

Click at the top right of the chart to display the chart at its maximum size. Click to restore the chart to its original size and location on the tab.

Focus the Chart

To focus the chart on one or a few stages or ranges, do either of the following:

To focus the chart on a more restricted analysis period, specify the analysis period using the analysis period bars at the top of the tab. Illustration

It is much easier to make selections on the chart itself if you first maximize the chart.

If you use any of the above actions to change the chart, Capture Analytics applies the same changes, as appropriate, to all other analytic objects.

Send the Chart Data to Excel

Click to send the data underlying the chart to Microsoft Excel. More...

Other Chart Actions

In addition to the actions described above, you can also do the following:

For more on these actions, see Print, Email, or Export Analytic Data and Attach Notes to Analytics.